
ZOCIO
We take our name from the Zmutt Glacier, near the Matterhorn mountain between Switzerland and Italy. This glacier is known for its natural beauty, strength, and endurance. We are inspired by these qualities and strive to provide our clients with the highest quality, efficient, reliable, and effective investment advisory and consulting solutions.
OUR STORY
Independent advisors from the start
Our team is comprised of professionals committed to the industry for the long term, with substantial experience with financial portfolios of complex Family Offices, Endowments, and Foundations, with relationships with global banks, brokers, and asset managers for years.
JESSIE RUSSELL


“I’ve been traveling my whole life. My parents had a burning passion for exploring which I have inherited. It's no surprise that I was destined to meet Miller on my vacation on Hawaii. Since then we’ve been sight-seeing together up until we’ve fell in love with Bali.”
"Success in mountaineering is not just about physical strength and technical skills. It is also about mental toughness and a willingness to push yourself to your limits. When you are climbing a mountain, there will be times when you are tired, cold, and hungry. There will also be times when you are scared and want to give up. But if you want to reach the top, you have to keep going. You have to dig deep and find the strength to keep pushing forward."
- Walter Bonatti
COME VISIT US
We’ve been obsessed with exploring this island for several years - let us show the best we’ve found! Contact us so we can help you organize a memorable stay at one of the most magical places on the planet!